Senior Pricing Finance Associate analyzing pricing exceptions and structuring compliant deals for athenahealth's financial operations. Involves collaboration with cross - functional teams to ensure compliance and accuracy.
About the role
- Personal Finance Advisor developing and maintaining relationships with members and clients at Desjardins. Advising on financial strategies and ensuring client satisfaction in a hybrid work environment.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse
- Techniques used to assess and monitor individual financing applications
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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Personal Finance Advisor at Caisse Desjardins responsible for client relationships and financial advice. Managing member satisfaction and representing the caisse in the community.
Personal Finance Advisor developing financial strategies for clients at Caisse Desjardins. Focusing on member/client satisfaction and integrating financial services solutions.